Fort LP’s Cadence Bank CADE Stock Holding History

Fort LP’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-753	Closed	-$24K	–	378
2019 Q4	$24K	Buy	+753	New	+$23.3K	﹤0.01%	430
2019 Q2	–	Sell	-1,185	Closed	-$33K	–	440
2019 Q1	$33K	Buy	+1,185	New	+$35.2K	0.01%	386

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Fort LP's CADE Position: Q1 2020 in Review

Fort LP sold out of Cadence Bank (CADE) in Q1 2020, closing a stake of 753 shares — an estimated $24K sold.

Fort LP first reported a position in CADE in Q1 2019 and held it in 2 quarters. The position peaked at $33K in Q1 2019. 195 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

Fort LP reported no remaining Cadence Bank position as of Q1 2020 after selling out during the quarter.
Fort LP sold 753 Cadence Bank shares in Q1 2020, an estimated $24K.
Fort LP first reported a position in Cadence Bank in Q1 2019 and held it in 2 quarters.
Fort LP's Cadence Bank position peaked at $33K in Q1 2019.
195 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2020.

Based on Fort LP's 13F filing for Q1 2020, filed 14 May 2020.